As I have stated before with development and launch costs,...

As I have stated before with development and launch costs, rebates etc along with a possible shareing of costs for introduction initially there could be little margin . As already discusse dteh timing of announcement etc could all IMO be seen as a bit sus and we will never see the agreement or conditions and know who negotiated the better side of the deal. Forget the elevated sale price possibly happening in Vietnam as that is just a marketing strategy and I wouldn't believe anything you read moreso that SPL would have been blind to the possibility of higher pricing so if anyone is getting increased margin it is the middle men IMO.

Initially if you see high margins on accounts I would be skeptical that there is rebates to follow as that is the industry way so untill a couple of quarters are seen and then you never really know the exact timings or invoice conditions.

I'm surprised that you haven't commented on the packaging being the UK and also the batch and expiry date ???
Possibly the LLoyds stock and with older ? short expiry may have been sold at a wholesale discount or just sale or return to move it in VN. Most retail won't stock under 6 months expiry IMO and makes you wonder how much of it they have.

Dissappointing to see the false information in some of eth marketing hype like " being sold in 1400 LLoyds UK chemists" when clearly it is nit and the constant linking to UK LLoyds IMO to try and get credability - old facebook and twitter tricks to widenscope and folowers. All cheap and tacky IMO but that is VN marketing approach it seems but could backfire when SPL are trying to act like a serious pharma.